Kingston, NY Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kingston, NY has 36 loaded benefit plan(s) reported by 25 plan sponsor(s), with $241,409,303 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 36
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $241,409,303
- Total reported liabilities (EOY)
- $8,353,918
- Total reported net assets (EOY)
- $233,055,385
Contributions & income
- Employer contributions
- $6,497,250
- Participant contributions
- $9,356,994
- Total income / additions
- $48,941,750
Expenses & distributions
- Benefits paid / distributions
- $19,880,362
- Total expenses
- $20,835,960
- Net increase / (decrease)
- $28,105,790
Coverage
- Total reported participants
- 8,170
- Plans with financial statements
- 21
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kingston, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Healthalliance 403(B) Plan | Healthalliance Hospital - Mary'S Avenue Campus | $91,810,032 | 2023 |
| Ulster Savings Bank 401(K) Plan | Ulster Savings Bank | $60,485,924 | 2023 |
| Mid-Hudson Valley Federal Credit Union 401(K) Plan | Mid-Hudson Valley Federal Credit Union | $28,286,386 | 2023 |
| Miller/Howard Investments, Inc. Employee Stock Ownership Plan | Miller/Howard Investments, Inc. | $10,673,126 | 2023 |
| Gateway Community Industries 403(B) Tda Plan | Gateway Community Industries 403(B) Tda | $8,763,647 | 2023 |
| Catskill Hudson Bank 401(K) Plan | Catskill Hudson Bank | $7,148,713 | 2023 |
| Brookbeam Dental Holdings, LLC 401(K) Plan | Brookbeam Dental Holdings, LLC | $6,472,646 | 2023 |
| Center For Spectrum Services Profit Sharing Plan And Trust | Center For Spectrum Services | $6,093,877 | 2023 |
| Ashley Mechanical, Inc. 401(K) Profit Sharing Plan | Ashley Mechanical, Inc. | $5,539,343 | 2023 |
| Rondout Savings Bank Pension Plan As A Member Of The New York State Bankers Retirement System | Rondout Savings Bank | $4,895,780 | 2023 |
| Family Of Woodstock, Inc. Retirement Plan | Family Of Woodstock, Inc. | $2,649,190 | 2023 |
| Mooseluck Associates, Inc. Profit Sharing Plan | Mooseluck Associates, Inc. | $2,469,613 | 2023 |
| Timely Signs Of Kingston, Inc. 401(K) Profit Sharing Trust | Timely Signs Of Kingston, Inc | $1,873,167 | 2023 |
| Michael Moriello, P.C. 401(K) Profit Sharing Plan And Trust | Michael Moriello, P.C. | $1,294,401 | 2023 |
| Craig R. Sickler, Cpa, Pc 401(K) Profit Sharing Plan | Craig R. Sickler, Cpa, Pc | $1,025,122 | 2023 |
| R. Bradley Construction, Inc. 401(K) Profit Sharing Plan And Trust | R. Bradley Construction, Inc. | $801,850 | 2023 |
| Jk Corporate Ventures Inc. Pension Transfer Trust Plan | Jk Corporate Ventures, Inc. | $320,835 | 2023 |
| Dave'S Tree Service Of Ulster County, Inc. 401(K) Profit Sharing Plan | Dave'S Tree Service Of Ulster County, Inc. | $316,831 | 2023 |
| M&E Mfg. Co., Inc. 401(K) Profit Sharing Plan And Trust | M&E Mfg. Co., Inc. | $295,145 | 2023 |
| Double Xviii, Inc 401(K) Plan | Double Xviii, Inc | $193,675 | 2023 |
| Ulster Savings Bank Dental And Vision Plan | Ulster Savings Bank | not reported in the loaded dataset | 2023 |
| Ulster Savings Bank Medical | Ulster Saving Bank | not reported in the loaded dataset | 2023 |
| Ulster Savings Bank Short Term Disability And Paid Family Leave | Ulster Savings Bank | not reported in the loaded dataset | 2023 |
| Ulster Savings Bank Long Term Disability, Ad&D And Life Insurance Plan | Ulster Saving Bank | not reported in the loaded dataset | 2023 |
| Wraparound Services Of The Hudson Valley, Inc. Welfare Benefit Plan | Wraparound Services Of The Hudson Valley, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Kingston → · Kingston plans by participants → · Kingston plans with financial data → · Kingston plans with provider compensation → · $1B+ plans in Kingston →
Related Form 5500 pages
- All NY Form 5500 filings
- Healthalliance 403(B) Plan (plan 001)
- Healthalliance Hospital - Mary'S Avenue Campus — all reported plans
- Ulster Savings Bank 401(K) Plan (plan 002)
- Ulster Savings Bank — all reported plans
- Mid-Hudson Valley Federal Credit Union 401(K) Plan (plan 003)
- Mid-Hudson Valley Federal Credit Union — all reported plans
- Miller/Howard Investments, Inc. Employee Stock Ownership Plan (plan 002)
- Miller/Howard Investments, Inc. — all reported plans
- Gateway Community Industries 403(B) Tda Plan (plan 004)
- Gateway Community Industries 403(B) Tda — all reported plans
- Catskill Hudson Bank 401(K) Plan (plan 001)
- Catskill Hudson Bank — all reported plans
- Brookbeam Dental Holdings, LLC 401(K) Plan (plan 001)
- Brookbeam Dental Holdings, LLC — all reported plans
- Center For Spectrum Services Profit Sharing Plan And Trust (plan 001)
- Center For Spectrum Services — all reported plans
- Ashley Mechanical, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ashley Mechanical, Inc. — all reported plans
- Rondout Savings Bank Pension Plan As A Member Of The New York State Bankers Retirement System (plan 001)
- Rondout Savings Bank — all reported plans
- Family Of Woodstock, Inc. Retirement Plan (plan 001)
- Family Of Woodstock, Inc. — all reported plans
- Mooseluck Associates, Inc. Profit Sharing Plan (plan 001)
- Mooseluck Associates, Inc. — all reported plans
- Timely Signs Of Kingston, Inc. 401(K) Profit Sharing Trust (plan 001)
- Timely Signs Of Kingston, Inc — all reported plans
- Michael Moriello, P.C. 401(K) Profit Sharing Plan And Trust (plan 001)
- Michael Moriello, P.C. — all reported plans
- Craig R. Sickler, Cpa, Pc 401(K) Profit Sharing Plan (plan 001)
- Craig R. Sickler, Cpa, Pc — all reported plans
- Methodology
- Data sources